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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,240 | $138,076-70.1% | $123,553-66.6% | $135,380-69.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 44.31% | 153.70%-109.4pp | 119.21%-74.9pp | 519.81%-475.5pp |
| Employer contribution / active EE | $11,654 | $5,152+126.2% | $4,628+151.8% | $4,779+143.9% |
| Participant deferral / active EE | $10,460 | $6,800+53.8% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $1,156 | $10,917-89.4% | $9,284-87.6% | $10,828-89.3% |